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Financial Literacy for REALTORS®
Tuesday, April 9, 2019 9:00 AM - 12:00 PM
Presented By: Hunterdon/Somerset Association of REALTORS®
Product Type: Live, Classroom
Continuing Education Credit:
  • New Jersey Real Estate: 3 Core Credits (C20202009)
Instructor: Steven Grazio
Attachments:
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Realtors are frequently self-employed independent contractors. You are effectively a “business of one.” As such, financial literacy is a critical key to your long-term success. This course will review various concepts to help you make informed financial decisions.

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Financial Literacy for REALTORS
with Steven Grazio
3 CORE
Realtors are typically self-employed independent contractors. As such, they are effectively a “business of one.” Financial literacy is a critical key to making well-reasoned financial decisions. This course reviews various concepts integral to both your personal and professional long-term financial success.

The course and instructor are both approved by the New Jersey Real Estate Commission. The course satisfies 3 Credits of Core Instruction.

Course Objective:

Participants will learn important financial concepts, techniques and strategies to build the financial life they want!

Course Topics:

  • The Planning Process: Goal setting, budgeting, cash flow management and tax implications
  • Managing Risk: Review different types of insurance (life, long-term care, healthcare, disability, etc.)
  • Saving and Investing: Critical concepts like time value of money, compounding, inflation, diversification, and more.
  • How the “Market” works: Financial Instruments (mutual fund v. ETF), market indexes, performance measures, etc.
  • Retirement Planning: Sources of income, goal setting, types of retirement plans, etc.
$35.00
Non-Members: $45.00
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